The Mariner Way
Clients First
Associates Second
_______________.
What is Shareholders Last?
The head of Practice Management.
Who is Chad Hamilton?
Advisors can recommend clients take advantage of this provision in the U.S. Federal Estate and Gift Tax Law in order to postpone estate tax until the death of the second spouse.
What is the unlimited marital deduction?
This strategy offers Direct Indexing, Customization, and Tax Loss Harvesting.
What is MPEP?
MWA
What is Mariner Wealth Advisors?
This is how we positively impact the lives of many, while creating new opportunities to attract and retain top talent.
What is Growth?
Mariner's secure and very organized intranet.
What is Box?
Clients with charitable intent can contribute highly appreciated stock into this account. Not only do you avoid capital gains taxes on the sale of the stock, but you get a charitable deduction upfront.
What is a Donor-Advised Fund?
This strategy can be used to generate additional cash flow on idle cash. Additionally, clients may use this strategy to enter into equity positions that they would like to own at lower prices while getting paid to wait for the security to decline.
What is Cash-Secured Put Income?
NAM
What is the National Advisor Meeting?
Our Advisor Attraction Model:
Feed Them
Provide Tools & Resources
Remove The Noise
What is the Three Legged Stool?
Use this to schedule client meetings with one link.
What is Calendly?
This seeks to approximate actual investment market volatility by adding random investment returns to your financial plan. The result of introducing random investment volatility produces a range of values that demonstrates how changing investment markets may impact your future plans.
What is a Monte Carlo Analysis?
This strategy's objective is to balance risk and return, creating portfolios that seek to preserve principal, and provide stable tax-free income through various interest rate cycles. The goal is to build high quality, diversified, and customized portfolios for individual clients.
What is Municipal Fixed Income?
GARP
What is growth at a reasonable price?
Mariner's Values: Abundance, _________, Caring, Excellence, Keep Promises, Loyalty, Optimism.
What is Belonging?
Use this and single sign-on is just a click away. Find the right tile and you'll be on your way.
What is Okta?
This is the the degree of uncertainty that an investor is willing to endure given the expected return of an investment. An important component in investing, this often determines the type and amount of investments that an individual chooses.
What is risk tolerance?
An absolute return overlay strategy that seeks to provide clients with income that is uncorrelated to the performance of their underlying investments held as collateral. The strategy uses the available margin on a portfolio to sell deep out-of-the-money call and put spreads on the S&P 500 index.
What is Premium Income?
RPP
What are Referral Partner Programs?
"It's just a number .... It's truly just a number."
- Marty Bicknell
What is 5,000?
What is our current mission?
The annual performance review process takes place in _______.
What is Culture Amp?
An advisor may recommend a client does this in order to pay taxes on their stock awards at the time that they are granted, rather than at the time of vesting.
What is is an 83(b) election?
Sold by large banks and purchased by investors, these notes represent senior unsecured debt of the issuer, have a set maturity date typically between 3-6 years, and have a formula for a payoff based on one or more underlying reference indices.
What are Structured Notes?
CAPs
What is Custom Allocation Portfolios?